AI Holders Summary · Q2 2026

90 institutions reported SCIO in Q2 2026. STRATEGIC PLANNING GROUP, LLC leads at 25.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

STRATEGIC PLANNING GROUP, LLC

CIK 0001875525

$59M2.9M6.46%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$26M1.2M0.00%Q1 2026 03

Ferguson Shapiro LLC

CIK 0001767433

$20M972K5.88%Q2 2026 04

LPL Financial LLC

CIK 0001403438

$19M925K0.01%Q1 2026 05

Capital Investment Counsel, LLC

CIK 0002033609

$14M658K1.68%Q2 2026 06

Kestra Advisory Services, LLC

CIK 0001830819

$12M568K0.04%Q1 2026 07

First Heartland Consultants, Inc.

CIK 0001428793

$10M500K0.67%Q2 2026 08

LEGACY CAPITAL WEALTH MANAGEMENT, LLC

CIK 0002071183

$10M461K5.47%Q1 2026 09

ROYAL BANK OF CANADA

CIK 0001000275

$8M388K0.00%Q1 2026 10

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$8M365K0.01%Q1 2026 11

Beaumont Financial Advisors, LLC

CIK 0001957394

$7M351K0.50%Q1 2026 12

Delta Investment Management, LLC

CIK 0001757043

$6M296K1.09%Q1 2026 13

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$6M274K0.09%Q1 2026 14

Uniting Wealth Partners, LLC

CIK 0002056414

$6M272K1.19%Q1 2026 15

Brendel Financial Advisors LLC

CIK 0001768065

$5M262K2.67%Q1 2026 16

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$5M252K0.00%Q1 2026 17

Snowden Capital Advisors LLC

CIK 0001903055

$4M213K0.12%Q1 2026 18

FOUNDATIONS INVESTMENT ADVISORS, LLC

CIK 0001743404

$4M202K0.05%Q1 2026 19

Farther Finance Advisors, LLC

CIK 0001992825

$3M154K0.02%Q2 2026 20

CoreCap Advisors, LLC

CIK 0001902501

$3M147K0.09%Q2 2026

Page 1 of 5

70 more holders available. Log in →